Mlissa Swift
Financial Planning for Real Estate Investors + Family Business Owners in Construction, Manufacturing, & Logistics
- Role
- Financial Planner at Lifesteps Financial
- Location
- Claremont, CA, US
- LinkedIn followers
- 500 followers
About Mlissa Swift
Financial planning for blue collar business owners with real estate portfolios. A special focus on those in the construction industry. We take a unique approach as an integrated asset management firm where we care just as much about our clients\' real estate portfolio as we do their stock portfolio.
Experience
Financial Planner
Jan 2020 — Present · Claremont, CA, US
With my experience in the real estate industry, what I found in working with investors is that although they may have mastered their short-term cash flows, they were missing the other piece of long-term stability and preparation. I would like to bridge that gap for them today by putting my combined knowledge of fixed assets and security investments to work.
Education
California State Polytechnic University-Pomona
Architecture
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